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Importer Summary Info to display Document Number

It would save time and be helpful for the pop up screen to display the Document Number assigned when posted. At present, a Document Search needs to be run to identify the number.
Kerry Moore about 7 hours ago in IRIS Financials / Future development 0 Needs review

Ability to create a task for all staff without relating it to an employee

We could create a task for all staff to check their personal details at the start of the academic year. At the moment you can only create a task by relating it to a named employee. We would like to be able to create a task for all staff that relat...
Sandra Larmour 2 days ago in Every HR / Task Management 0 Awaiting Review

Detail enquiry Location filter

Hi In Version 6 there is an option to add the Location Column in any of the detail equiries and favourite reports. This is not available in version 7 and so unable to provide the accountants with the Trial balance by Location and have to use versi...
Sarah Durose 7 days ago in IRIS Financials / Future development 0 Needs review

Employee is due to leave task

Can we add an option to hide or complete the task in EveryHR which is titled "Employee is due to leave". When you have employee's that are set to leave many months in the future this can be a nuisance of a task to continue to see and not complete/...
Guest 4 days ago in Every HR / Task Management 0 Awaiting Review

Notifications to be enabled for tasks

Enable the system to automatically send notifications to relevant users or user groups when a task is created, updated, or completed. This feature will ensure that users are promptly informed about task changes without needing to manually check th...
Isabel Rycroft 11 months ago in Every HR / Task Management 1 Good Feature

Cancelling B2 and B3 Document - we have 3 bank accounts B1, B2 and B3

We don't have a process for the handling of cancelling additional BACs documents such as B2, B3, etc. You'll have to undo the allocation and manually cancel the B2 or B3 document. I think this is a fundamental issue. We have the ability to create ...
Guest 15 days ago in IRIS Financials 0 Needs review

Assign task to Line Manager

It would be helpful to be able to create a task that is sent to an employee's line manager when a certain criteria is met. For example, setting a task that after an employee has completed 2 weeks employment, the line manager receives a task of com...
Sandra Larmour about 2 months ago in Every HR / Task Management 0 Awaiting Review

Duplicate Invoice Number checks POIN against PI

Duplicate invoice checker should check POINS against PI's and Vice Versa to avoid paying the same invoice twice.
Guest almost 2 years ago in IRIS Financials / Future development 3 Development Complete

Allocation Screen

Feedback from Roadshow - The 'Do you want to see allocated items' screen is not needed/used and provides an additional step in the process
Guest 6 months ago in IRIS Financials 0 Under Investigation

Document Emailer - Automate PO sending when approved

Once the PO is approved, having an automated PO send option for all approved POs would be beneficial to save time and prevent human intervention, allowing for missed communications
Guest 8 months ago in IRIS Financials 3 Planned